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Hillsdale Investment Management’s Edwards Lifesciences EW Stock Holding History

Hillsdale Investment Management’s Portfolio EW Stock Details EW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,100
Closed -$481K – 594
2023
Q2 		$481K Hold
5,100
– – 0.04% 248
2023
Q1 		$422K Hold
5,100
– – 0.04% 362
2022
Q4 		$381K Sell
5,100
-200
-4% -$15.4K 0.03% 390
2022
Q3 		$437K Hold
5,300
– – 0.04% 361
2022
Q2 		$505K Buy
5,300
+100
+2% +$10.4K 0.04% 339
2022
Q1 		$612K Sell
5,200
-500
-9% -$56.1K 0.04% 334
2021
Q4 		$738K Hold
5,700
– – 0.05% 307
2021
Q3 		$645K Hold
5,700
– – 0.05% 330
2021
Q2 		$590K Buy
+5,700
New +$537K 0.05% 351
2020
Q3 		– Sell
-5,899
Closed -$408K – 601
2020
Q2 		$408K Sell
5,899
-506
-8% -$36K 0.04% 363
2020
Q1 		$404K Hold
6,405
– – 0.05% 328
2019
Q4 		$498K Hold
6,405
– – 0.04% 359
2019
Q3 		$470K Buy
+6,405
New +$450K 0.04% 363
2018
Q2 		– Sell
-8,100
Closed -$377K – 513
2018
Q1 		$377K Sell
8,100
-1,800
-18% -$78.2K 0.05% 236
2017
Q4 		$372K Hold
9,900
– – 0.06% 262
2017
Q3 		$361K Buy
9,900
+3,000
+43% +$114K 0.06% 249
2017
Q2 		$272K Hold
6,900
– – 0.05% 275
2017
Q1 		$216K Hold
6,900
– – 0.04% 276
2016
Q4 		$216K Sell
6,900
-2,100
-23% -$68K 0.05% 274
2016
Q3 		$362K Hold
9,000
– – 0.1% 215
2016
Q2 		$299K Sell
9,000
-4,500
-33% -$154K 0.09% 271
2016
Q1 		$397K Sell
13,500
-1,500
-10% -$41.4K 0.14% 160
2015
Q4 		$395K Sell
15,000
-3,600
-19% -$93.5K 0.15% 145
2015
Q3 		$441K Hold
18,600
– – 0.15% 117
2015
Q2 		$442K Hold
18,600
– – 0.13% 139
2015
Q1 		$442K Buy
18,600
+1,800
+11% +$40.4K 0.11% 146
2014
Q4 		$357K Sell
16,800
-1,800
-10% -$36.2K 0.09% 184
2014
Q3 		$317K Hold
18,600
– – 0.1% 174
2014
Q2 		$266K Buy
+18,600
New +$252K 0.06% 267

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Hillsdale Investment Management's EW Position: Q3 2023 in Review

Hillsdale Investment Management sold out of Edwards Lifesciences (EW) in Q3 2023, closing a stake of 5,100 shares — an estimated $481K sold.

Hillsdale Investment Management first reported a position in EW in Q2 2014 and held it in 29 quarters. The position peaked at $738K in Q4 2021. 1,220 funds tracked by Wall St. Rank hold EW as of Q3 2023.

  • Hillsdale Investment Management reported no remaining Edwards Lifesciences position as of Q3 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 5,100 Edwards Lifesciences shares in Q3 2023, an estimated $481K.
  • Hillsdale Investment Management first reported a position in Edwards Lifesciences in Q2 2014 and held it in 29 quarters.
  • Hillsdale Investment Management's Edwards Lifesciences position peaked at $738K in Q4 2021.
  • 1,220 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2023.

Based on Hillsdale Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.